Account Relationship Manager

• Jan 2023 - Present

Procure capital through accredited investors for three distinctly different funds in Real Estate, Agribusiness & Signature Consumer Lending verticals. Procure capital through accredited investors for three distinctly different funds in Real Estate, Agribusiness & Signature Consumer Lending verticals.

Oncology Patient Navigator

• Aug 2016 - 2023

▪ Responded to a broad range of inquiries and needs from cancer patients and those impacted by cancer; and assists patients in overcoming barriers to treatment including financial, insurance, transportation, lodging, home healthcare, emotional, etc. ▪ Provided in-depth guidance, education and customized health insurance coverage options for uninsured or underinsured cancer patients to help remove health disparities and improve health equity and outcomes. ▪ Served as a patient advocate to effectively address and resolve issues, reports emergency situations in accordance with written policies, and responds to crises situations with constituents in a calm and effective manner. ▪ Award recipient for Quality of Work (i.e., tailored solutions), and excellence in Quality of Communication (2017-2021). Show less

Independent Medical Sales Representative

• May 2014 - Feb 2022

TERRITORY SALES MANAGER - Precision Medical Products ▪ Developed referring provider relationships and identified client’s needs related to patient care; demonstrated and sold clinicians and referral sources on how company’s products can help providers achieve their clinical goals. ▪ Transformed company’s internal forms and created Letters of Medical Necessity (LMN) to gain insurance approval to drive sales; shared re-designed LMN with the billing department who reports company-wide claim improved by 90%. PATIENT DIRECT PROGRAM - Thermotek USA ▪ Responsible for the launch, promotional activities, home health orders/referrals, and training orientations (clinician and patient) of the VascuTherm 4 (a post-operative medical device) to Orthopedic, Podiatric, Pain, & Sports Medicine Surgeons Specialists. ▪ Managed territory client relationships and service teams to ensure high customer satisfaction. Show less

Pharmaceutical Representative

• Feb 2012 - Jul 2013

Sleep Sales Force – Austin-East - Quintiles (Purdue Project 6531) Launched, trained, and promoted a 1st in class (niche) sleep-aide, Intermezzo®, to targeted Primary Care/Internists, Gynecologists, Sleep Specialists, Psychiatrists, Neurologists, Rheumatologists, Anesthesiologists and Pain Specialty Clinics. Sleep Sales Force – Austin-East - Quintiles (Purdue Project 6531) Launched, trained, and promoted a 1st in class (niche) sleep-aide, Intermezzo®, to targeted Primary Care/Internists, Gynecologists, Sleep Specialists, Psychiatrists, Neurologists, Rheumatologists, Anesthesiologists and Pain Specialty Clinics.

Full-Time Volunteer 2010 - 2011

• Jan 2010 - Dec 2011

Completed a planned 2 year period focused on small business ventures & non-profit development (including donor development activities for Austin Humane Society & Austin Boxer Rescue; ministry leader at Shoreline Christian Center); resulting in a desire to return to a larger organization to maintain professional momentum (as demonstrated below). Completed a planned 2 year period focused on small business ventures & non-profit development (including donor development activities for Austin Humane Society & Austin Boxer Rescue; ministry leader at Shoreline Christian Center); resulting in a desire to return to a larger organization to maintain professional momentum (as demonstrated below).

Senior Specialty Cardiovascular & Metabolic Representative

• Jun 2006 - Apr 2009

Central Texas - Specialty Sales Merck & Co., Inc. (MSD Sharp & Dohme) ▪ Successfully managed 3 new to market, pre-launch campaigns, and 2 new, diabetic (gliptin class) product-launches (Januvia® / Janumet®), resulting in Top 10% of National Sales (2008). ▪ Exceeded market share, sales goals and quotas with targeted providers and key accounts in various hospitals, clinics, and institutions with 2 highly competitive, established drugs; Regional Power Ranked #1 Award Recipient (Quarterly Awards - 2008). ▪ Identified, qualified, and managed regional thought leaders and advocates for medical education presentations. ▪ Trained regional team on the latest technology, best practices, and new software implementation/updates; District Computer Champion Award Recipient (2000, 2001, 2003, 2004, 2005, 2006, 2008, 2009). ▪ Designed a complex qualitative spreadsheet (Excel) to prioritize accounts for a new market launch; shared analytical tool with district teams leading to Most Valuable Peer District Award recipient (2008). Show less

Senior Specialty Cardiovascular Representative

• 2003 - 2006

West Texas & New Mexico Region Specialty Sales - Merck / Schering-Plough - Trained doctors, nurses, and appropriate staff as to the proper use of new first in-class products. - Educated key targeted accounts for 2 first in-class product launches via training in-services / programs. - Exceeded new product adoption goals (early, wide, and deep) and maximized profitability and volume. - Addressed concerns / issues to drive new product confidence, receptivity, and ensure optimal usage. - Identified, trained and coached regional thought leaders / executive level customers for presentations. - Lead integration / collaboration initiatives with cross-functional teams / partners to ensure goal attainment. Show less

Regional Health Science Liaison

• Jan 2002 - Sep 2002

- Engaged key opinion leaders in meaningful dialogue aimed at determining how future products could address underlying needs.- Identified, qualified, and trained regional advocates for educational programs / presentations.- Created PowerPoint presentations for academic and healthcare provider settings.- Coordinated customer-focused educational programs with cross-functional teams.- Assisted in development of regional and national strategies for new and upcoming products.

Professional Representative II

• Apr 1998 - Dec 2001

- Influenced business and scientific relationships with targeted physicians to grow product portfolios.- Exceeded (109%, 103%, 102%, and 102%) national and regional sales metrics and goals.- Launched new pharmaceutical in a highly competitive / established market.- Managed annual (weekend) customer continuing medical education conference.- Increased agency (VA) account sales with adoption / acceptance / pull-through strategies.

Marketing & Advertising Associate

• Sep 1997 - Mar 1998